See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,888 | $27,915-93.2% | $58,482-96.8% | $75,163-97.5% |
| Participation rate | 70.0% | 38.8%+31.2pp | 50.9%+19.1pp | 67.2%+2.8pp |
| Annual return | 17.87% | 44.20%-26.3pp | 4239.32%-4221.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $372 | $669-44.4% | $1,053-64.7% | $2,670-86.1% |
| Participant deferral / active EE | $595 | $1,201-50.5% | $1,924-69.1% | $4,125-85.6% |
| Admin fee / account holder | $215 | $1,726-87.5% | $2,516-91.4% | $5,651-96.2% |